+70.6%
VZ vs SIRI
-5.0%
+75.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.9% | +0.7% |
| 7D | +2.4% | +5.5% | -3.2% | +1.8% |
| 30D | +11.2% | +22.6% | -11.4% | +9.1% |
| 3M | 0.0% | +12.9% | -12.9% | -1.2% |
| 6M | +1.3% | +22.3% | -21.0% | -0.8% |
| YTD | +21.3% | +67.8% | -46.5% | +15.2% |
| 1Y | +23.9% | +54.6% | -30.6% | +18.6% |
| 3Y | +57.7% | -21.4% | +79.1% | +58.3% |
| 5Y | +21.2% | -39.2% | +60.4% | +22.3% |
| 10Y | +70.6% | -5.2% | +75.8% | +56.8% |
| All | +70.6% | -5.0% | +75.6% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SIRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling